Easy to Use Features at your fingertips.

Integration with Vendors you Trust

crmSeries integrates with vendors you very well may already be familiar with. Also, check with crmSeries on the current OEM Telematics integration.

  • DocuSign
  • EDA
  • Fluid Life
  • Avalara
  • Microsoft Office365
  • Google GSuites
  • Microsoft PowerBI

Receive Data from your Backend System

crmSeries has APIs available to receive data from your backend system. crmSeries also has the ability to receive files from your backend system for automated importing and updating crmSeries.

  • DocuSign
  • Update Company Records
  • Update Customer Equipment Population
  • Automate Warranty Expirations
  • Automate Open Work Orders
  • Update Inventory for Quoting
  • Auto Assign Sales Reps to Accounts
  • Track Rental History

Customizable Machine Inspections

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A popular feature of crmSeries is the machine inspection. Machine inspections can be customized by you and available on the crmSeries Mobile application. Images and specific inspections can be automated.

  • Automated Inspection Notifications
  • Walk Around Inspections
  • Shipping Inspections
  • Receiving Inspections
  • Trade Inspections

Organized Customer Equipment Details

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Since crmSeries is a Heavy Equipment Dealer system, you would expect us to place a lot of attention on the customer’s equipment population.

  • Ability to integrate with the OEM Telematics. (Requires AEMP 2.0 standard)
  • Fluid Life History (Requires separate agreement from Fluid Life.)
  • Ground Engaging Tool (GET) Profiling
  • Undercarriage Wear Calculator
  • Component Life Tracking
  • Warranty Expiration Tracking
  • Open Work Orders

Inventory and New from Factory Equipment Quoting

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When receiving data from your dealer’s backend system, your sales reps can instantly search and quote available inventory.

  • No more having to provide rep login access to your backend system.
  • Inventory availability and pricing can be updated every few minutes in crmSeries.
  • Ability to Create New from Factory Quotes
  • Search Inventory on crmSeries Mobile application
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Quick and Easy Parts & Service Quoting

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crmSeries provides a simple to use parts and service quoting tool.

  • Quickly quote parts & services from predefined templates.
  • Integrate parts pricing from your backend system.
  • Customize your output quotes and sales agreements.
  • Will work with any heavy equipment dealer.
  • Ability to track Win and Loss Analysis.
  • Never miss a sale with summary parts sales quote management dashboard.
  • Automated Parts Sales Quote Reporting System.
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Inventory Request (Rental & Demo) Tracking

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When receiving data from your dealer’s backend system, your sales reps can instantly search and quote available inventory.

  • Define types of Inventory Requests, (Demo, Loan, Rental, and more)
  • Automated Notifications
  • Ability to Override Rental Rates
  • Inventory Request Dashboard for Tracking
  • Ability to Allocate Inventory to an Inventory Request
  • Send Rental Contract via DocuSign
  • Track Inventory Request Project Related Details
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Field Service (PM) Tracking

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When receiving data from your dealer’s backend system, your sales reps can instantly search and quote available inventory.

  • Customize the PM frequencies of any machine type.
  • Quickly drop a machine on a PM schedule.
  • Create custom PM schedule views.
  • Manage PM vehicle workloads.
  • Integrate machine location with Machine Telematics.
  • Mobile application for PM Technician routing to machine.
  • Integrate crmSeries Machine Inspection.
  • Completing PM automatically determines next PM interval.
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DealTracker (Post Sales Tracking)

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When receiving data from your dealer’s backend system, your sales reps can instantly search and quote available inventory.

  • Automatically start DealTracker when a sales quote is accepted by the customer.
  • Automatically start DealTracker when a sales agreement is signed via DocuSign.
  • Customize the post-sales processes.
  • Reduce time delays of machine delivery because of overlooked post-sales tasks.
  • Management notification when tasks are missed.
  • Instantly provide customers of real estimates of delivery.
  • Reduce the delay of information between customer, rep, and other dealer departments.
  • Organized management of key sales documents such as contracts, credit forms, and more.
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Lead Management

Within crmSeries is a Lead Management feature designed to organize your dealer’s lead process. Leads can automatically be sent to crmSeries via APIs.

  • Lead Workflow Settings
  • Convert Leads to Prospects
  • Track Leads to Closed Sales Quotes
  • Lead Dashboard
  • Lead Reports

Automated Recurring Touch

crmSeries allows management to define how often an account should be touched. With the proper right, a sales rep can also customize a recurring touch frequency.

  • Just-in-time Follow Up Reminder
  • Recurring Touch can be Adjusted during the Sale Cycle
  • Bring a New Sales Rep up-to-speed Quickly!
  • Integrate with Microsoft Office365 calendar.
  • Recurring Touch Management Reports.

Management Dashboards & Custom Reporting

crmSeries comes with many predefined widgets that can be added to user’s dashboards.

  • Opportunity Pipeline
  • Inventory Requests
  • Activity
  • Inventory
  • Prospects
  • Leads
  • and more